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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

606 hedge funds and large institutions have $17.3B invested in Vanguard Mortgage-Backed Securities ETF in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 256 increasing their positions, 210 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
8.23%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.63%
New
64
Increased
256
Reduced
210
Closed
62
Calls
$5K
Puts
$528K
Net Calls
-$523K
Net Calls Change
-$523K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.26B
2
Raymond James Financial
2
Raymond James Financial
Florida
$256M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$966M
4
GC
4
Garde Capital
Washington
$29.3M
5
SW
5
SoFi Wealth
California
$25.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.43B
2
Charles Schwab
2
Charles Schwab
California
$5.11B
3
EP
3
Essential Planning
New Hampshire
$1.23M
4
AA
4
Advisory Alpha
Michigan
$2.66M
5
Goldman Sachs
5
Goldman Sachs
New York
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
501
Headlands Technologies
Illinois
$102K +$100K +2,165 +5,697%
WCM
502
Winthrop Capital Management
Indiana
$96K – – –
FRA
503
Front Row Advisors
California
$92.6K – – –
HNB
504
Huntington National Bank
Ohio
$90.8K -$50.3K – –
CIA
505
Cape Investment Advisory
Georgia
$89.2K -$23.7K -512 -21%
SIM
506
Synergy Investment Management
Florida
$85.9K – – –
PA
507
Parallel Advisors
California
$82.8K +$22.7K +490 +38%
FWP
508
FAS Wealth Partners
Kansas
$73K +$417 +9 +0.6%
FFA
509
Founders Financial Alliance
North Carolina
$72.7K +$4.4K +95 +6%
PFBT
510
Parkside Financial Bank & Trust
Missouri
$67.8K – – –
National Bank of Canada
511
National Bank of Canada
Quebec, Canada
$67.4K – – –
MSWA
512
Marshall & Sterling Wealth Advisors
New York
$62.3K – – –
MMCM
513
Murphy & Mullick Capital Management
New York
$61.8K -$13K -280 -17%
CHC
514
City Holding Co
West Virginia
$60.8K – – –
AG
515
AmeriFlex Group
Nevada
$53.8K -$113K -2,445 -68%
MHR
516
Matthew Hamilton Rosenberg
$49.8K +$4.21K +91 +9%
DSC
517
Duncker Streett & Co
Missouri
$48.2K – – –
1IA
518
1620 Investment Advisors
Massachusetts
$47.6K – – –
FFA
519
Frazier Financial Advisors
Ohio
$40.2K – – –
HFS
520
Horizon Financial Services
North Carolina
$35.3K -$4.57M -98,673 -99%
LI
521
LRI Investments
Florida
$33.9K +$19.7K +425 +139%
IRC
522
Investors Research Corp
Georgia
$33K -$1.44K -31 -4%
DF
523
Dunhill Financial
United Kingdom
$31.5K +$31.5K +680 New
BIM
524
Breakwater Investment Management
Washington
$27.3K +$27.3K +590 New
ADL
525
Asset Dedication LLC
California
$26.2K – – –
19 20
21
22 23